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Category: MoneyWeb Click-an-Advisor

Should I use my retirement lump sum to take out another retirement annuity?

  • 24 October 2022
  • 10:56
  • Stephen Katzenellenbogen CFP®
It can be beneficial to put your retirement lump sum into another retirement annuity, here is what you need to consider:

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The inclusion of women in financial planning

  • 21 October 2022
  • 13:56
  • Thuli Nkomo CFP®
The active involvement of both spouses is critical in the planning and constructing of financial planning strategies for the household.

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Is it possible to get offshore insurance?

  • 7 October 2022
  • 11:01
  • Jonathan Braans CFP®
Offshore insurance products: are they available to South Africans and what are the benefits?

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Is holding funds in a foreign bank account an investment strategy worth considering?

  • 4 April 2022
  • 11:13
  • Jonathan Braans CFP®
While a foreign bank account will help diversify overall portfolio risk, the poor return creates a need to search for an alternative.

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I have had to take early retirement: What are my options?

  • 25 November 2021
  • 14:13
  • Co-authored by Brendon Wright and Stephen Katzenellenbogen CFP®
Should my focus be on investing my disposable income in retirement products that reduces my tax profile, or invest in growth assets to get back the capital forgone if I had still been working till age 65, and then draw an income from there?​

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Is cash still king?

  • 31 August 2021
  • 11:45
  • Stephen Katzenellenbogen CFP®
In choosing where to invest, you need to consider several factors such as inflation and current interest rates, your investment timeframe, and your risk appetite.

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How much capital will I need to retire comfortably?

  • 12 July 2021
  • 17:47
  • Stephen Katzenellenbogen CFP®
I contribute to a provident fund, retirement annuity, and a tax-free savings account monthly. Is there anything else I should consider to ensure the best outcome for my retirement?

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Don’t get caught out by crafty financial advisors

  • 27 April 2021
  • 23:51
  • Thuli Nkomo CFP®
The Financial Sector Conduct Authority (FSCA) often warns of unscrupulous firms masquerading as legitimate advisory firms with the ill intention of scamming people out of their hard-earned money.

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What is the best tax-free investment account I should be considering?

  • 27 April 2021
  • 22:30
  • Thuli Nkomo CFP®
If you are looking for a low-cost tax-free investment account, you should consider the one in the form of an ETF (exchange-traded fund).

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Is it Worth it to Loan Out Money to Invest it?

  • 8 June 2020
  • 16:14
  • Stephen Katzenellenbogen CFP®
We weigh in on this question and offer various scenarios of how this could play out.

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